Forms

The standard versions of the administration and claim submission forms are posted here. Please select the forms you need to download. Most of the forms include instructions, but if you need help with them, send us an email.

For custom forms, plan sponsors should continue to contact their Sun Life group representative. Please do not use the forms below.

Plan members (employees) should contact their company’s group benefits administrator prior to downloading any forms.

A completed Physician Statement is acceptable in lieu of an original or certified copy of a provincial death certificate.

A completed Physician Statement is required if death occurs within two years of coverage being approved or, if the benefit is more than $250,000 and coverage has been in effect for less than five years. This is in addition to an official death certificate.

Request forms and suppliesForms, including others not listed above, and supplies for plan administrators are available to be sent to you. Just complete the order form and submit it to us with a click of your mouse.

The above files are in Adobe Acrobat format. If you don't already have Adobe Acrobat Reader, you can download it here: